PROGRAMS AND SERVICES

The Shipper/Broker/Carrier Defense Protocol℠ is available in formats designed for every organization in the liability chain, from independent freight brokers to national logistics platforms, from regional manufacturers to Fortune 500 shippers. Every program is built around the same principle: a documented, repeatable, jury-ready process implemented at the level your operation requires.

FOR FREIGHT BROKERS, SHIPPERS, AND CARRIERS

Six categories of organizations are operating in a fundamentally different legal environment since May 14, 2026. Each one has a different exposure. Each one has a different program available through this practice.

THE eBOOK

Title: Case Dismissed℠: The Shipper/Broker/Carrier Defense Protocol℠. A Field Manual for the Post-Montgomery Era.

Investment: $297

The seminal authority work on shipper/broker/carrier transportation liability defense in the post-Montgomery era. Covers all three proprietary frameworks, the complete forensic vetting architecture, the four operational moments, and the legal and practical implications of the ruling for every organization in the freight transaction chain.
If your current carrier selection or broker qualification process cannot survive a deposition, this book tells you why and what to do about it before you find out the hard way.

Get the eBook

THE WEBINAR

Format: Live, instructor-led, 4 sessions available, 15 seats per session

Investment: $497 per seat

A live session with Norris Beren covering the Protocol in depth, including real case applications, deposition scenarios, and the plaintiff attorney questions your current process may not be able to answer. Designed for broker principals, shipper risk and procurement leaders, carrier operations executives, compliance officers, and anyone responsible for a carrier selection or broker qualification process.

Reserve Your Seat

GROUP COHORT

Format: Limited to 10 companies per cohort, 2 cohorts available

Investment: Call for pricing

A structured group engagement for mid-size freight brokers, shippers, or carriers implementing the Protocol across their organization. Includes full diagnostic assessment, group training sessions, implementation guidance, and monitoring support. Built around your operation, your carriers or brokers, and your current process.e framework in this market built on what plaintiff attorneys actually demand in discovery, what juries actually decide, and what defense attorneys actually need to win.

Apply for the Cohort

INDIVIDUAL ENGAGEMENT

Format: One-on-one with Norris Beren, limited availability

Investment: Call for pricing

A comprehensive private engagement for principals who want a complete assessment of their current process, a customized Protocol implementation, and ongoing advisory access. Includes full carrier vetting or broker qualification diagnostic, written findings report, customized implementation plan, and access to Norris Beren as an ongoing strategic resource.

Request a Conversation

MONITORING RETAINER

Format: Ongoing monthly advisory relationship

Investment: Call for pricing

For organizations that have implemented the Protocol and want ongoing monitoring, regulatory updates, and strategic advisory support as the legal environment continues to evolve. Includes regular check-ins, updates on relevant case law and FMCSA activity, and priority access to Norris Beren.

Ask About Monitoring

FOR COLLABORATION PARTNERS

The organizations that serve freight brokers, shippers, and carriers, including insurance brokers, transportation defense law firms, insurance companies, and industry associations, have a unique opportunity to bring the Protocol to their clients and members as a value-added resource. Collaboration arrangements are available at the organizational level and include co-branded programs, licensed curriculum, revenue-sharing models, and joint client engagement structures.

TRANSPORTATION DEFENSE ATTORNEY COLLABORATION

Format: For transportation defense attorneys and law firms

IInvestment: Call for pricing

Norris Beren works directly with transportation defense attorneys representing freight brokers, shippers, and carriers in litigation. The Protocol provides a documented, systematic framework that supports the defense record. Pre-litigation engagements build the record before a lawsuit is filed. Post-filing engagements provide expert documentation and analysis. All inquiries handled confidentially.

Attorney Inquiry

INSURANCE BROKER AND CARRIER COLLABORATION

Format: For insurance brokers and insurance companies serving the transportation market

Investment: Call for pricing

Your policyholders have a liability exposure that insurance alone cannot solve. The Protocol addresses the gap between what the verdict covers and what prevents the verdict. Collaboration programs are available for insurance brokers and carriers who want to offer the Protocol as a policyholder resource, reduce claims exposure, differentiate their value proposition, and build a documented risk profile that strengthens the underwriting conversation. Licensing and revenue-sharing arrangements are available.

Insurance Collaboration Inquiry

ASSOCIATION AND TRAINING ORGANIZATION COLLABORATION

Format: For TIA, IANA, state, national regional trucking associations, shipper associations, and training organizations

Investment: Call for pricing

The Montgomery ruling is the most significant broker liability development in the history of the industry. Your members need a program, not a white paper. Association-endorsed, co-branded, and member education versions of the Protocol are available.
Norris Beren is available for association conference presentations, member webinars, and ongoing member advisory programs. Existing relationships with TIA and IANA allow for an accelerated collaboration discussion.

Association Inquiry

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